Cc qbr deck builder

QBR Deck Builder

Generates data-populated QBR decks by assembling usage metrics, health trends, support data, value evidence, and adoption analytics into a structured presentation. Part of the Communication & Content Production pillar.

This is a content assembly and generation skill. It produces a data-rich deck that the CSM customises with narrative, strategic recommendations, and relationship-aware framing. The agent builds the evidence; the human tells the story.

When to Run

• Triggered: By lo-qbr-orchestrator at T-7 before a scheduled QBR
• On-demand: When a CSM requests a QBR deck for a specific account

Core Execution Logic

Step 1: Pull Data from All Sources

Gather the complete data picture for the account:

Data Category	Source Skill	Specific Metrics Pulled
Usage and adoption	bi-usage-monitor, pa-adoption-tracker	DAU/MAU, feature adoption breadth, key workflow completions, trend direction, period-over-period change
Health	bi-health-score	Composite score, component breakdown, trajectory over last 2+ quarters
Value delivered	pa-value-reporter	Headline metric, supporting evidence, time-to-value benchmarks, customer-defined KPI progress
Benchmarks	pa-benchmark-engine	Account position vs. segment peers across key metrics
Support	Support platform	Ticket volume, resolution time, CSAT, open issues, escalation history
Milestones	lo-milestone-tracker	Success plan progress, milestones completed, milestones overdue
Engagement	ra-engagement-tracker	Touchpoint history, stakeholder engagement health
Contract	CRM	ARR, renewal date, product tier, contract terms
Feature requests	ic-feature-request-tracker	Open requests with roadmap status, resolved requests since last QBR

Data freshness check: All data must be within 7 days of the QBR date. Flag any data source that is stale. A QBR deck with outdated data undermines credibility.

Step 2: Select Deck Template by Segment

Segment	Slide Count	Structure	Audience Expectation
Enterprise	10-15 slides	Formal structure with executive summary, detailed data slides, strategic recommendations, and discussion time	Decision-makers expect data depth, benchmarking, and forward-looking strategy
Mid-Market	8-10 slides	Balanced structure with usage review, value highlights, support summary, and looking ahead	Operators expect actionable insights and clear next steps
SMB	5-6 slides (or email format)	Condensed with usage snapshot, value highlights, tips, and action items	Busy leaders expect brevity and immediate takeaways

Step 3: Populate Slides by Template

Enterprise QBR deck:

Slide	Content	Data Source	CSM Input Required
1. Title and agenda	Meeting details, attendees, agenda items	Calendar, CRM	CSM may adjust agenda based on conversation goals
2. Executive summary	3-5 bullet headline: health trajectory, value headline, key milestone, primary discussion topic	bi-health-score, pa-value-reporter	CSM writes the "so what" framing
3. Relationship overview	Key events since last QBR, milestones achieved, stakeholder changes	lo-milestone-tracker, ra-stakeholder-mapper	CSM adds context on relationship dynamics
4-5. Usage and adoption	Usage trend charts, feature adoption breadth, peer comparison	bi-usage-monitor, pa-adoption-tracker, pa-benchmark-engine	CSM highlights what matters to this customer
6. Value delivered	Headline metric, supporting evidence, ROI calculation	pa-value-reporter	CSM validates methodology and framing
7. Support summary	Ticket volume, resolution time, CSAT, open issues	Support platform	CSM adds context on any sensitive support history
8. Product roadmap	Relevant upcoming features, feature request status updates	ic-feature-request-tracker, product roadmap	CSM selects which roadmap items to highlight
9. Strategic recommendations	PLACEHOLDER -- CSM writes this slide	N/A	This is the most valuable slide. The agent cannot write it because it requires judgment about the account's future direction
10. Discussion	Open floor for customer priorities and questions	N/A	CSM prepares discussion questions based on relationship context
11. Action items	Captured during the meeting (populated post-QBR)	N/A	CSM captures live

Mid-Market QBR deck follows the same logic with slides 3 and 8 consolidated and lighter data depth.

SMB QBR compresses to: usage snapshot, value highlights, 2-3 tips/recommendations, and action items.

Step 4: Generate Comparison Views

For every data slide, produce comparison context:

Comparison Type	What It Shows	Where Used
Period-over-period	This quarter vs. last quarter	Every data slide -- shows trajectory
Benchmark	Account vs. segment peers (from pa-benchmark-engine)	Usage and adoption slides -- shows relative position
Plan vs. actual	Success plan milestones: target vs. actual dates	Milestone slide -- shows accountability
Year-over-year	Same quarter last year (if data available)	Value slide -- shows long-term trend

Step 5: Apply Quality Gates

Before delivering the deck:

Gate	Check	Fail Action
Data freshness	All data within 7 days of QBR date	Flag stale sources. Pull fresh data if possible
Data accuracy	Spot-check 3 key numbers against CRM source	If discrepancy found, investigate before delivering
Customer-safe	No internal terminology (risk scores, internal notes, CSM assessments) visible	Strip all internal-only data. This is a customer-facing deck
Completeness	All template slides populated (except CSM-input slides)	Flag any slide with missing data. Provide the slide with a "data unavailable" note rather than omitting it
Readability	Charts are labelled, numbers are formatted, slide titles are descriptive (not just "Usage")	Reformat any chart that requires explanation to understand
Strategic slides	CSM-input slides are clearly marked as placeholders	The agent should never fill in the strategic recommendation slide with generic advice

Output Format

{
  "account_id": "string",
  "qbr_date": "2026-04-15",
  "deck_format": "enterprise",
  "slides_generated": 11,
  "slides_requiring_csm_input": 3,
  "data_freshness": {
    "all_current": true,
    "stale_sources": [],
    "oldest_data_point": "2026-04-09"
  },
  "content_summary": {
    "health": { "score": 74, "trend": "improving", "vs_last_qbr": "+6" },
    "usage": { "dau_mau": 0.42, "feature_breadth": 0.65, "trend": "growing" },
    "value": { "headline": "340 hours saved this quarter", "vs_prior_quarter": "+22%" },
    "support": { "tickets": 12, "avg_resolution_hours": 4.2, "csat": 4.6 },
    "benchmark_position": "Above average across key metrics. Top quartile in workflow completions"
  },
  "csm_action_required": [
    "Write strategic recommendations (slide 9)",
    "Review and customise executive summary framing (slide 2)",
    "Prepare discussion questions based on relationship context (slide 10)"
  ],
  "delivery_status": "draft_ready_for_csm_review"
}

Handoff to Human

Decision Point	Context Provided	What the Human Decides
Strategic recommendations	Full data package, trend context, adoption gaps	What to recommend for the next quarter. This is the slide that demonstrates the CSM's value as a strategic partner, not just a data presenter
Narrative framing	Data slides with comparison views	How to tell the story. The same data can be framed as "strong performance" or "room for improvement" depending on what the CSM wants the customer to focus on
Slide selection	Full deck template	Which slides to keep, which to cut, which to reorder. Not every QBR needs every slide. A 45-minute QBR with 15 slides means 3 minutes per slide -- too fast for depth
Data emphasis	All metrics with peer comparisons	Which metrics to highlight. Lead with strengths to build confidence, then address gaps constructively
Sensitivity review	Customer-safe check applied	Whether any data point, while factually accurate, should be excluded because of customer sensitivity (e.g., a metric that declined due to a customer-side error)

Confidence and Limitations

• High confidence for data population -- pulling metrics and formatting into slides is deterministic
• High confidence for period-over-period computation -- mathematical comparison with defined windows
• Medium confidence for chart selection and emphasis -- the skill highlights statistically significant changes, but the CSM may want different emphasis based on conversation strategy
• Medium confidence for benchmark context -- peer comparison is factual, but whether a specific benchmark motivates or discourages this customer depends on their competitive mindset
• Low confidence for narrative framing -- the skill generates factual summaries, not persuasive narratives. The CSM adds the story. A QBR deck without narrative is a data dump, not a business review
• Cannot generate the strategic recommendation slides. These require judgment about the account's future direction, relationship dynamics, and what the customer is ready to hear. This is the CSM's highest-value contribution to the QBR
• Cannot determine which slides the customer will care about most. An executive may want to skip straight to the financial summary; a technical lead may want to deep-dive into usage. The CSM adjusts the presentation flow based on the room

Dependencies

Required:

• bi-health-score (health data for trajectory slides)
• bi-usage-monitor (usage data for adoption slides)
• pa-value-reporter (value evidence for ROI slides)
• CRM API (contract data, account context)

Strongly recommended:

• pa-adoption-tracker (feature-level adoption for depth)
• pa-benchmark-engine (peer comparison data)
• lo-milestone-tracker (success plan progress)
• Support platform (support summary data)
• ic-feature-request-tracker (roadmap update status)
• ra-engagement-tracker (engagement context for relationship slides)

Downstream consumers:

• CSM (deck review and customisation -- the most important consumer. The deck is a tool for the CSM, not the final product)
• lo-qbr-orchestrator (deck delivery as part of the QBR lifecycle workflow)
• CRM (QBR activity record with deck link)
• pa-value-reporter (QBR is a validation point for value metrics -- customer reaction feeds back)

References

• references/deck-guidelines.md -- Slide design principles, data visualisation standards, and customer-safe content rules